Private Placement Specialist
About The Position
M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals’ expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M’s solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support. We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. If you’re looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of our next Private Placement Specialist to join our team.
Requirements
- Experience in the financial industry preferred (familiar with exempt funds)
- Experience with Salesforce or other CRM system a plus
- Excellent written and verbal communication skills with the ability to translate technical information to a non-technical audience and present findings to teams
- Accuracy and attention to detail are critical for analyst success
- Strong problem solving skills in order to articulate end-to-end processes
- Strong interpersonal skills to effectively communicate and build relationships with team members
- Ability to quickly develop effective working relationships with internal and external stakeholders.
- Able to work, both independently as well as a member of a team
- Working knowledge of Microsoft Office Suite
Responsibilities
- Oversees the pricing of all Insurance Dedicated Funds (IDF) and Separate Managed Account (SMA) funds, including missed and delayed prices
- Tracks the addition and removal of all funds for product
- Updates IDF performance documentation
- Create and maintain Breakage, Short of Liquid Asset, Death Sweep and SharePoint reports
- Work extensively with a Third Party Administrator (TPA) on all IDF corrective processing projects
- Assists Trade Manager with the successful execution of all registered and exempt fund trading
- Monitor internal and external requests for accuracy and timeliness, and assist in analyzing errors related to reporting, price files, and trade issues
- Maintain and update the web portal and related documents to ensure all information is current
- Audit a portion of other team members’ client deliverables to ensure 100% accuracy
- Regularly draft professional correspondence to vendors, fund managers and administrators, Member Firms, insurance carriers, and internal teams
- Handles invoicing and budget items
- Assist with additional projects and duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
